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Shepherd Financial Partners’s Omnicom Group OMC Stock Holding History

Shepherd Financial Partners’s Portfolio OMC Stock Details OMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,371
Closed -$204K – 234
2024
Q4 		$204K Sell
2,371
-175
-7% -$17.4K 0.02% 214
2024
Q3 		$263K Hold
2,546
– – 0.03% 190
2024
Q2 		$228K Buy
2,546
+18
+0.7% +$1.67K 0.03% 200
2024
Q1 		$245K Buy
2,528
+20
+0.8% +$1.79K 0.03% 194
2023
Q4 		$217K Buy
+2,508
New +$198K 0.03% 197
2023
Q3 		– Sell
-2,439
Closed -$232K – 195
2023
Q2 		$232K Buy
2,439
+18
+0.7% +$1.67K 0.04% 175
2023
Q1 		$228K Buy
+2,421
New +$214K 0.04% 165
2022
Q2 		– Sell
-2,728
Closed -$231K – 166
2022
Q1 		$231K Buy
+2,728
New +$219K 0.04% 151
2021
Q4 		– Sell
-2,991
Closed -$217K – 158
2021
Q3 		$217K Buy
2,991
+140
+5% +$10.4K 0.04% 145
2021
Q2 		$228K Buy
2,851
+22
+0.8% +$1.79K 0.04% 140
2021
Q1 		$210K Buy
+2,829
New +$195K 0.05% 138
2020
Q4 		– Sell
-8,381
Closed -$415K – 136
2020
Q3 		$415K Buy
8,381
+568
+7% +$30.4K 0.1% 100
2020
Q2 		$427K Sell
7,813
-237
-3% -$12.9K 0.12% 91
2020
Q1 		$442K Buy
8,050
+105
+1% +$7.45K 0.15% 85
2019
Q4 		$644K Buy
7,945
+2,436
+44% +$191K 0.15% 87
2019
Q3 		$431K Buy
5,509
+648
+13% +$51.5K 0.11% 92
2019
Q2 		$398K Sell
4,861
-337
-6% -$26.6K 0.07% 98
2019
Q1 		$379K Buy
+5,198
New +$390K 0.07% 97

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Shepherd Financial Partners's OMC Position: Q1 2025 in Review

Shepherd Financial Partners sold out of Omnicom Group (OMC) in Q1 2025, closing a stake of 2,371 shares — an estimated $204K sold.

Shepherd Financial Partners first reported a position in OMC in Q1 2019 and held it in 18 quarters. The position peaked at $644K in Q4 2019. 982 funds tracked by Wall St. Rank hold OMC as of Q1 2025.

  • Shepherd Financial Partners reported no remaining Omnicom Group position as of Q1 2025 after selling out during the quarter.
  • Shepherd Financial Partners sold 2,371 Omnicom Group shares in Q1 2025, an estimated $204K.
  • Shepherd Financial Partners first reported a position in Omnicom Group in Q1 2019 and held it in 18 quarters.
  • Shepherd Financial Partners's Omnicom Group position peaked at $644K in Q4 2019.
  • 982 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2025.

Based on Shepherd Financial Partners's 13F filing for Q1 2025, filed 18 Apr 2025.